I've been in your shoes as I've led 5 investment management firms in my career. I address your most difficult issues with a fresh perspective. And while anyone can follow trends, I offer unique insights to what comes next that can sustain the growth of your firm.
My consulting clients say:
"Addresses our most difficult questions frankly and directly"
“An iconoclast; offers opinions that you haven’t heard before”
"Honest, no BS insights"
"Intelligent common sense"
"Impressive listening skills"
"Experienced facilitator with hands - on leadership experience in investments"
For a free 30 minute work session to discuss your firm's growth call me: 702-816-8430